Certified Investment Management Analyst® (CIMA®) |
|
the peak international, technical portfolio construction certification program
Are you involved in any aspect of constructing multi-manager portfolios? If so, Certified investment Management Analyst - CIMA - certification offers an unrivalled opportunity to formally equip yourself with the knowledge, skill and expertise to build better quality investment portfolios – and be recognised for it. CIMA certification is the peak, international technical portfolio construction certification program designed for investment management analysts - that is, those involved in any aspect of constructing multi-manager portfolios, whether practitioner or advocate. There are already more than 8,000 CIMA certificants globally. Stand for more - more knowledge, skill and expertise - with CIMA certification.
Graham Rich, Managing Partner & Dean |
|
|
|
CIMA certification fits uniquely in the clear and uncluttered space between the CFA program – which is perhaps best suited to those who design portfolios of individual securities – and the CFP program – which is perhaps best suited to those who give broad-based financial planning advice. In other words, CIMA certification is specialised to the space between CFA and CFP, and is ideally suited to investment management analysts - that is, those involved in any aspect of constructing multi-manager portfolios, whether practitioner or advocate. For Practitioner investment management analysts:
For Advocate investment management analysts:
|
|
CIMA certification is the peak, international technical portfolio construction certification program designed for investment management analysts - that is, those involved in any aspect of constructing multi-manager portfolios, whether practitioner or advocate. There are already more than 8,000 CIMA certificants globally. Today more than ever, quality investment portfolio construction requires a commitment to best practice continuing education and certification, because the investment world is ever changing and – entirely reasonably – individual investors are expecting and relying on superior professional standards to be met by those who design, build and manage their investment portfolios, to help them achieve their life goals and financial wellbeing. Certification is the formal process of recognising an individual's successful demonstration of superior knowledge and competence in a validated and specific best-practice body of knowledge and curriculum. Candidates must meet best-practice ethical standards, have a minimum amount of relevant experience, study for and pass formal exams, and commit to a code of professional responsibility to reach certification – and then certificants must regularly recertify by showing that they have met continuing ethical and accredited education standards.
That's why CIMA certficants stand for more - more
knowledge, more skill, more expertise - when it comes to
designing, building and managing multi-manager
portfolios. Who's involved? In Australia and New Zealand, CIMA certification and accredited continuing education is managed and delivered by Portfolio Construction Forum, the specialist, independent investment continuing education and certification service. The CIMA certification mark is owned by the Investments and Wealth InstituteTM, the Denver USA-based international professional association, advanced education provider, and certification board for financial advisers, investment consultants, and wealth managers. CIMA certificants in Australia and NZ are members of the CIMA Society of Australia, an affiliate of the Institute. Portfolio Construction Forum is CIMA Society's strategic partner in the management and delivery of CIMA certification and accredited continuing education services.
CIMA certification has earned third-party accreditation by American National Standards Institute (ANSI). This distinguishes CIMA certification as the only financial services certification in the USA to meet international standards (ISO 17024) for personnel certification. To achieve accreditation, the CIMA certification policies and procedures needed to demonstrate that the program:
|
|
1. Fundamentals
2. Investments
3. Portfolio Theory and Behavioural Finance
4. Risk and Return
5. Portfolio Construction and Consulting Process |
|
All CIMA candidates globally complete the same process including five key steps... |
|
1. Enrol - In Australia and NZ, Portfolio Construction Forum manages candidates through the process. 2. Ethics – disclose any potential or real violations of the Institute’s Code of Professional Responsibility and successfully complete background checks. 3. Education – successfully complete a local, specialist executive education program. In Australia and NZ, this is the blended online and residential Investment Management Analyst Course (IMAC), culminating in a four-hour exam. It is delivered by Portfolio Construction Forum's Investment Management Research Program, in collaboration with selected academic faculty of leading Australian university business schools, independent consultants and experienced practitioners. 4. Examination – successfully complete the online, five-hour Certification Exam. 5. Experience – exhibit at least three years of relevant experience in financial services. More about how to become a CIMA certificant
|
|
|